• What is an SMSF?
• Sole purpose test
• Benefits of SMSFs
• Establishing an SMSF
• Trustee options and trust deeds
• SMSF residency
• Service providers
• Provision of advice
• Trustee responsibilities
• Investment strategy 
• Accepting contributions
• Loans to members
• Borrowing rules
• Limited recourse borrowing arrangements
• In-house asset rules
• Related parties
• Collectables and personal use assets
• Member accounts
• Assessable income of SMSFs
• Derivation of income and deductibility of expenses
• Non-arm's length income
• Deductions
• Insurance
• Use of reserves
• Determining benefit entitlements
• Conditions of release
• Proportioning of benefits
• Taxation of benefits
• Commencing a pension 
• Taxation of pensions 
• Exempt current pension income
• Segregation v non-segregation
• Continuing pension liability on death
• Beneficiaries
• Estate planning
• SMSFs and family law
• SMSFs and bankruptcy
• Winding up an SMSF  

Simple online assessment process:

• Following the workshop, you will be sent a link to an online exam
• You must sit the exam within two weeks of receiving the link
• The exam comprises 120 multiple choice questions which must be completed in a single sitting and within a time limit of 2 hours and ten minutes
• You can request up to three resits; the conditions for each resit are per the original exam

Provides 25.5 legislated CPD hours

This course is a ‘qualifying CPD activity’ and provides 25.5 CPD hours across the following categories:

• Technical Competence (14 hours)
• Regulatory compliance and consumer protection (8 hours)
• Tax (Financial) Advice (3.5 hours)

Note: Under the standard, ASIC requires advisers to complete 40 hours of CPD each year of which 70% needs to be approved by your licensee. Furthermore, the activity must spread across ASIC’s CPD categories, with minimum hours applicable in each category.

CPD accreditation for other bodies

*For the purposes of Tax Practitioners Board CPE for registered tax agents with a tax (financial) advice services condition on your registration, each 1 hour of CPD equates to 1 hour of CPE, subject to the CPE being relevant to the tax agent services you provide.

Certificate of Completion

All attendees who successfully complete the course will receive a certificate of completion from the University of Adelaide.

This is an industry-recognised course listed on ASIC’s Training Register.

According to ASIC Regulatory Guide 146 (RG146): Any person advising on self-managed superannuation funds (SMSFs) must complete, as a minimum, the Tier 1 training requirements for superannuation.

If an adviser has previously undertaken training on superannuation, but this did not sufficiently cover SMSFs, the adviser should undertake additional specific product training in relation to SMSFs before advising on these products.

Read more: Here

General

$1,890 (incl. GST) for workshop and exam

Early bird discount - 10% off

• Valid until 31 January 2025 for the March workshop commencement
• When registering online enter the promo code earlybird